Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.21 | 33.83 | 1.45 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 44.11 | 0.78 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE SENSEX - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI BSE Sensex Index Fund | 24.84% | — | 14.83% |
HDFC Index Fund-NIFTY 50 Plan | 28.39% | 12.84% | 14.07% |
ICICI Pru Nifty 50 Index Fund | 28.36% | 12.84% | 14.01% |
SBI Nifty Index Fund | 28.44% | 12.87% | 13.65% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
13.43 %
Holdings
10.28 %
Holdings
9.22 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,12,264.93 Cr.
Sharwan Kumar Goyal
AUM: ₹44,946.51 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹38,921.14 Cr.
|
Exp: 4yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data